Creativeone Wealth Jobs in Usa
1,058 positions found — Page 5
Job ID: 410475
Practice area:- Estate & Tax Planning
Estate & Tax Planning Associate Attorney (2–5 Years Experience) – Partner-Track Law Firm | Sudbury, Massachusetts
Keywords:- Estate & Tax Planning Attorney, Estate Planning Associate Attorney, Trust and Estates Attorney, Estate Planning Lawyer, Probate and Estate Planning Attorney, Sudbury legal jobs, Massachusetts attorney jobs, MA Bar required, Law firm estate planning associate, Partner-track position,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning
A respected and growing law firm is seeking an Estate & Tax Planning Associate Attorney (2–5 years experience) to join its client-focused estate planning practice in Sudbury, Massachusetts. This Estate & Tax Planning Attorney opportunity offers the chance to work closely with families and individuals to design comprehensive wealth transfer strategies while building long-term client relationships.
This partner-track position provides hands-on exposure to estate planning matters, including drafting sophisticated estate planning instruments and advising clients on complex family and tax considerations. Attorneys in this role benefit from a collaborative environment that values mentorship, community engagement, and long-term professional development.
Professionals seeking Sudbury legal jobs with meaningful client interaction and strategic planning responsibilities will find this Estate & Tax Planning Attorney role both rewarding and growth-oriented. This opportunity is actively interviewing candidates.
________________________________________
Key Responsibilities
• Lead initial consultations with clients to understand family goals, assets, and estate planning priorities.
• Design customized estate plans, including drafting wills, trusts, and related estate planning documents.
• Provide clear guidance to clients on estate, tax, and probate considerations.
• Serve as a trusted advisor throughout the estate planning process.
• Review completed plans with clients to ensure clarity and full understanding of legal strategies.
• Collaborate with paralegals and administrative staff to prepare estate planning documents efficiently.
• Manage estate planning matters from consultation through execution and completion.
• Oversee signing ceremonies to ensure proper execution of legal documents.
• Maintain accurate client files and communication records.
• Build relationships with referral partners and community contacts.
• Participate in firm meetings and community outreach initiatives.
• Conduct legal research to remain current on estate planning and tax law developments.
• Provide status updates to the managing attorney on ongoing matters.
• Contribute ideas and improvements to enhance estate planning workflows and client service.
________________________________________
Qualifications
• Juris Doctor (JD) from an accredited law school.
• Active Massachusetts Bar required or eligibility for admission.
• 2–5 years of experience practicing as an Estate & Tax Planning Attorney or estate planning associate.
• Experience drafting wills, trusts, and related estate planning documents.
• Knowledge of probate and estate administration principles.
• Strong written and verbal communication skills.
• Ability to explain complex legal strategies clearly to clients.
• Strong interpersonal and relationship-building skills.
________________________________________
Education
• Juris Doctor (JD) from an accredited law school.
________________________________________
Certifications
• Active admission to the state bar.
________________________________________
Skills
• Ability to build strong rapport with clients and referral partners.
• Strong listening and analytical questioning skills.
• Ability to explain complex estate planning strategies in accessible terms.
• Confidence in direct client interaction.
• Ability to thrive in a small, collaborative, fast-paced legal environment.
• Professional, client-focused, and relationship-driven demeanor.
________________________________________
Culture & Firm Appeal
This opportunity is with a respected law firm known for providing personalized estate planning services to individuals and families. The firm emphasizes strong client relationships, community involvement, and thoughtful legal strategies that protect generational wealth.
Attorneys benefit from a collaborative environment with meaningful mentorship and the opportunity to develop deep client relationships. The practice is known for balancing sophisticated legal work with a supportive culture that values both professional growth and client impact.
For professionals searching for Sudbury legal jobs, this role offers the chance to work closely with clients while developing expertise in estate planning strategies. This Estate & Tax Planning Attorney role also provides the potential for long-term advancement within the practice.
________________________________________
Why This Role Is Unique
• Direct client interaction and meaningful advisory work.
• Opportunity to manage estate planning matters from consultation through execution.
• Strong mentorship and collaborative firm culture.
• Opportunity to build long-term relationships with clients and referral sources.
• Partner-track position with long-term growth potential.
• Ideal opportunity for attorneys seeking to expand their estate planning practice in a community-oriented environment.
This position rarely opens at this level and offers an excellent opportunity for attorneys seeking Estate & Tax Planning Attorney roles in Sudbury legal jobs.
________________________________________
Call to Action
Apply now for a confidential discussion with a BCG Attorney Search recruiter.
Explore this elite-level opportunity today.
Submit your resume to learn more about this prestigious role.
________________________________________
BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.
BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.
About the Company
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized*—integrated, intentional, and aligned with each client's vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Our commitment to clients has earned recognition by Barron's and Forbes, listing us among the nation's top RIA firms. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at the Role
Cresset Capital is seeking a highly motivated and business-oriented associate general counsel with 3 years of experience to join our in-house legal team. The ideal candidate is practical, detail-oriented, and comfortable working in a fast-paced financial services environment.
Responsibilities
- Mergers & Acquisitions: Support acquisitions and strategic investments from initial diligence through closing and post-closing integration; conduct and manage legal due diligence; draft, review, and negotiate transaction documents including purchase agreements, and ancillary agreements; coordinate with outside counsel and internal stakeholders throughout transaction processes.
- Commercial Contracts & Vendor Agreements: Draft, review, and negotiate a wide range of commercial agreements, including vendor agreements, technical and SaaS agreements, consulting and professional services agreements, and confidentiality agreements; advise stakeholders on risk mitigation and contract strategy; develop and improve standard contract templates and processes.
- Corporate Governance: Assist with governance documentation; support corporate entity management; maintain corporate records; advise on governance best practices and regulatory considerations relevant to financial services.
- Compliance & Risk: Ensure compliance with federal and state laws and regulations; mitigate legal risks to the company.
- General Legal Support: Provide day-to-day legal advice to business stakeholders; collaborate with compliance, finance, human resources, and operations on cross-functional initiatives.
Qualifications
- J.D. from an accredited law school.
- Active bar membership in good standing.
- Approximately 3 years of relevant experience at a law firm and/or in-house legal department.
- Experience in M&A and commercial contracting required.
- Experience working in a regulated industry required, with exposure to financial services industry preferred.
- Strong analytical, negotiation, and written/verbal communication skills.
- Ability to manage multiple projects and deadlines simultaneously.
- Strong business judgment and practical critical thinking skills.
- Ability to operate independently while collaborating effectively with business stakeholders.
Required Skills
- Experience in M&A and commercial contracting.
- Strong analytical and negotiation skills.
- Excellent written and verbal communication skills.
Preferred Skills
- Experience in a regulated industry, preferably financial services.
- Ability to manage multiple projects and deadlines.
Senior Associate/Junior Partner-Estate Planning
Boca Raton or West Palm Beach-Hybrid
OVERVIEW
The PeterSan Group has partnered with a full-service law firm seeking a Senior Associate or Junior Partner to support and grow a busy, sophisticated Trusts & Estates practice. The successful candidate can sit in either Boca Raton or West Palm Beach, Florida. Relocation candidates will also be considered. This role offers a rare opportunity to work closely with a nationally recognized practitioner who maintains a substantial and consistently growing book of business and is seeking a long-term right hand to help manage and expand a thriving private wealth practice.
The Practice
- Focus on sophisticated estate planning, with the hope that the candidate also has estate administration experience
- Advising ultra-high-net-worth individuals and families, typically with estates valued at $50MM+
- Heavy emphasis on complex drafting and strategic planning
The Ideal Candidate
- 7+ years of experience in trusts & estates / private wealth
- Strong background in estate planning and drafting
- Estate administration experience is a plus
- Capable of handling sophisticated, high-touch client matters
- Interested in a long-term platform with meaningful responsibility and growth
- Comfortable working closely with a senior partner and taking ownership of matters
Why This Opportunity
- Work directly with a market-leading Trusts & Estates partner with sustained demand
- Meaningful client exposure and hands-on responsibility from day one
- Opportunity to step into a visible, impactful role within a premier private wealth practice
- Strong platform for long-term growth and leadership
Compensation
- Competitive and commensurate with experience
About The PeterSan Group (a TalentoHC company):
The PeterSan Group, a TalentoHC company, is a premier legal executive search and talent advisory firm specializing in placing partners, associates and in-house council across the global legal market. We partner with law firms, corporate legal departments, and government agencies to identify exceptional talent. Combining PeterSan's deep legal industry expertise with TalentoHC's global executive search platform, our firm delivers customized recruitment and advisory solutions that help organizations build high-performing legal teams. TalentoHC is an equal opportunity employer committed to fostering an inclusive workplace.
About Alliance Financial Group
Founded in 1987, Alliance Financial Group (AFG) helps individuals, families, and businesses achieve long-term financial security and confidence in their financial decisions.
The Opportunity
Alliance Financial Group is seeking motivated Investment Representatives / Financial Advisors to join our growing team.
In this role, you will partner with clients to design personalized financial strategies that help them protect what matters most while building long-term wealth.
This opportunity is ideal for professionals who are entrepreneurial, client-focused, and looking to build a rewarding career helping others achieve financial independence.
What You’ll Do
• Identify and assess clients’ financial goals, risk tolerance, and long-term objectives
• Develop customized financial strategies including investments, insurance, and retirement planning
• Educate clients on wealth-building, protection strategies, and risk management solutions
• Build and maintain long-term client relationships based on trust and performance
• Stay informed on financial products, market trends, and regulatory requirements
• Achieve sales and client service goals while maintaining the highest ethical and compliance standards
Compensation & Income Stability
This role includes a guaranteed non-recourse draw that functions like a salary, designed to provide financial stability while advisors build their client base.
What this means:
• Paid as W-2 income
• Guaranteed monthly income that never has to be repaid
• Commissions earned offset the draw as production grows
Typical income ranges:
• Experienced & fully licensed advisors:
$6,000 – $8,000/month draw ($72K – $96K annually)
• New or partially licensed candidates:
$4,000 – $6,000/month draw ($48K – $72K annually)
• Seasoned advisors with an active book:
Up to ~$10,000/month combined with potential transition support
Why Advisors Choose Alliance Financial Group
AFG offers a long-term career platform rarely found in the financial services industry:
Lifetime Renewal Income – Continue earning renewals even after retirement
Defined Benefit Pension Plan – A true pension based on W-2 income and tenure
Three Deferred Compensation Programs – Additional long-term wealth building
Book-of-Business Buyout – Guardian purchases your book at retirement
Transition Compensation – Available for advisors with an existing client base
What We’re Looking For
• Strong interest in financial planning, investments, and insurance strategies
• Excellent relationship-building and communication skills
• Analytical mindset with the ability to recommend tailored solutions
• Entrepreneurial drive and commitment to client success
Preferred Qualifications
• FINRA Series 6 or 7 license
• State insurance licenses (or willingness to obtain)
• Background in financial services, banking, insurance, or sales
• Bachelor’s degree in Finance, Business, Economics, or a related field is a plus
Additional Job Application Terms
This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.
We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.
Job Description
Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,(2) estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you.
You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.(3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4)
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
Awards & Accolades...
We're proud of our financial strength. (5)
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer.(6)
- Training Magazine's APEX Award for 2022
We're proud to be recognized by organizations that also value diversity.
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
We're proud of the help we've provided and continue to provide our clients.(7)
- 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
- $579 million LIFETIME ANNUITY INCOME PAID . Includes all payouts on individual income annuity products.
- $4.5 billion IN LIVING BENEFITS AWARDED . Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.(8)
1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
6. A full list of our awards is available here: -awards-and-recognition
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.
8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
V1_AR1 SMRU 5 Exp. Company Description
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Awards & Accolades...
We're proud of our financial strength3
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)
We're proud of our positions in the industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- Training Magazine's Training Top 100 for 20216
We're proud to be recognized by organizations that also value diversity
- Latino Leaders: 2022 Best Companies for Latinos to Work
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
We're proud of the help we've provided and continue to provide our clients
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Company Description
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.\r
\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
\r
We're proud of the help we've provided and continue to provide our clients\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Job Description
Agency Owner - Acquisition Opportunity (Established Book of Business)
Farmers Insurance - District 24 | Tualatin / Tigard, OR
The Opportunity
Are you a top-performing sales professional ready to move from employee to Owner? Farmers Insurance District 24 is looking for a savvy entrepreneur to take the reins of an already established agency in the Tualatin/Tigard area.
Unlike a startup, this is an existing book of business with an active client base. You will step into a leadership role, backed by the #1 training program in the industry, to grow this established foundation and build a legacy of your own.
Why Choose This Acquisition?
* Immediate Revenue: Skip the "startup phase" and start with an existing book of business.
* Wealth Creation: Build equity for retirement; you have the right to sell your agency on the open market or pass it on to a family member to create generational wealth.
* Financial Support: Includes an Agency Sign-on Bonus and an Exterior Branding Bonus.
* World-Class Training: Access the University of Farmers—ranked the #1 training program in the industry by Training Magazine .
* Brokerage Flexibility: Ability to write business with outside carriers through the Farmers-owned brokerage to ensure your clients always have the best coverage.
Key Responsibilities
* Community Leadership: Maintain a strong, visible presence in the local Tualatin/Tigard community.
* Growth & Strategy: Solicit new business via networking, lead sources, and strategic partnerships (Real Estate Agents, Mortgage Lenders, etc.).
* Agency Management: Lead, coach, and inspire a sales/support team to drive agency growth and retention.
* Relationship Building: Foster deep loyalty with existing customers while closing new sales presentations.
Requirements
* Experience: Minimum 2 years of sales/marketing and 2 years of professional office experience.
* Licensing: Property & Casualty and Life & Health licenses (or the willingness to obtain them immediately).
* Background: Clean criminal and personal financial background (required for insurance bonding).
* Mindset: A fierce desire to own, manage, and scale your own business.
Company Description
Our district is about having a big heart and a whole lot of hustle. We believe that no one wins alone. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you. Our everyday purpose is to help agency owners succeed. We do it by knowing our people. We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence.
Company Description
Our district is about having a big heart and a whole lot of hustle. We believe that no one wins alone. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you. Our everyday purpose is to help agency owners succeed. We do it by knowing our people. We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence.
The position is located in Northern California's Bay Area.
WHAT YOU WILL DO
As a Biomedical Technician, you will be an integral key contact and coordinator of services for the operation and safety of our locations; chronic, home, and/or Acutes. You will play a critical role in the quality of patient treatments and the patient experience. You are the subject matter expert on all Dialysis Equipment/Water Treatment Systems; Central and Portable/Minor Medical equipment, and all physical plant-related needs. The Biomedical Technician is accountable to assist in the education of staff on medical equipment, inventory management, and water treatment systems including concentrate solutions. The Biomedical Technician will help guide all center, acute and home operations. The Biomedical Technician serves as the Inventory Management Controller for all medical supplies, medications, and parts to service all equipment.
The Biomedical Technician partners with their Biomedical Operations Manager to develop a customized plan which integrates all maintenance priorities balanced with the priorities of the supplies and overall location needs. The Biomedical Technician serves as a center leader in the areas of water, equipment, supplies, inventory, and physical plant. They conduct audits by collaborating with other members of the Interdisciplinary Team to facilitate a high-quality functioning center.
WHAT WE EXPECT OF YOU
You will play a vital role to ensure that we deliver on our Mission to make life better for those living with kidney disease and our Vision to be unsurpassed in our individualized experience, our quality, and our compassion. You approach your work with an indisputable sense of greater Purpose. You are other-centered and thrive in environments that provide you fulfillment when enhancing the lives of those you care and serve. You are collaborative in developing a plan of corrections and employ critical thinking and flexibility to solve problems. You will take pride in knowing your daily functions contribute to every treatment that occurs within your assigned locations. You are self-motivated, love a challenge, are goal-oriented, and gain deep satisfaction from building lifetime relationships. The Biomedical Technician must be willing to be a constant student of their craft as there is a wealth of knowledge to learn and retain. Good time management, prioritization, and organizational skills are imperative for success in this role. Having excellent communication skills and being a team player is also a great benefit.
WHAT YOU WILL GAIN
Relationships: You will work in close coordination with your Biomedical Operations Manager, directly with the Center Manager, and a multi-disciplinary team who are just as passionate as you about making a difference in others' lives. You will develop communication skills, rapport, and relationships with all staff, leadership, patients, and outside vendors allowing you to develop a high level of professionalism. As a member of the Biomedical Operations Department, you will carry the mindset of "Alone we do so little, together we can do so much"
Impact: You will set the level of expectation and standard for how staff interacts with all things inanimate at assigned locations and what patients experience. They will follow your lead! You will be a key member and a relied-upon resource for the interdisciplinary team, physicians, and patients. You will be a key member of the interdisciplinary team, partnering with Physicians, Center Managers, Nurses, Social Workers, Dieticians, and other disciplines to provide holistic, highest-quality care to our patients. Due to your machine maintenance, water treatment system upkeep, physical environment controller, and constant supply management, this will allow for the ability of continuous treatments safely and effectively.
Growth: You will receive expert mentorship from experienced Biomedical Leadership and experienced peers to guide your professional growth and development. You will work in an environment where fulfilling one's aspirations are what guides multiple options for development that is open to multiple departments and fields of expertise within Satellite Healthcare. There is no problem too small or too big. You will work in an environment where events occur beyond your control which will allow you to lead by example, solve problems effectively and grow daily which will lead to you becoming a Servant Leader.
MINIMUM QUALIFICATIONS
Education:
- High School Diploma, E.D or equivalent required
- Current CPR certification
License/Certifications:
- Valid driver's license
WHAT YOU WILL DO
As a Biomedical Technician, you will be an integral key contact and coordinator of services for the operation and safety of our locations; chronic, home, and/or Acutes. You will play a critical role in the quality of patient treatments and the patient experience. You are the subject matter expert on all Dialysis Equipment/Water Treatment Systems; Central and Portable/Minor Medical equipment, and all physical plant-related needs. The Biomedical Technician is accountable to assist in the education of staff on medical equipment, inventory management, and water treatment systems including concentrate solutions. The Biomedical Technician will help guide all center, acute and home operations. The Biomedical Technician serves as the Inventory Management Controller for all medical supplies, medications, and parts to service all equipment.
The Biomedical Technician partners with their Biomedical Operations Manager to develop a customized plan which integrates all maintenance priorities balanced with the priorities of the supplies and overall location needs. The Biomedical Technician serves as a center leader in the areas of water, equipment, supplies, inventory, and physical plant. They conduct audits by collaborating with other members of the Interdisciplinary Team to facilitate a high-quality functioning center.
WHAT WE EXPECT OF YOU
You will play a vital role to ensure that we deliver on our Mission to make life better for those living with kidney disease and our Vision to be unsurpassed in our individualized experience, our quality, and our compassion. You approach your work with an indisputable sense of greater Purpose. You are other-centered and thrive in environments that provide you fulfillment when enhancing the lives of those you care and serve. You are collaborative in developing a plan of corrections and employ critical thinking and flexibility to solve problems. You will take pride in knowing your daily functions contribute to every treatment that occurs within your assigned locations. You are self-motivated, love a challenge, are goal-oriented, and gain deep satisfaction from building lifetime relationships. The Biomedical Technician must be willing to be a constant student of their craft as there is a wealth of knowledge to learn and retain. Good time management, prioritization, and organizational skills are imperative for success in this role. Having excellent communication skills and being a team player is also a great benefit.
WHAT YOU WILL GAIN
Relationships: You will work in close coordination with your Biomedical Operations Manager, directly with the Center Manager, and a multi-disciplinary team who are just as passionate as you about making a difference in others' lives. You will develop communication skills, rapport, and relationships with all staff, leadership, patients, and outside vendors allowing you to develop a high level of professionalism. As a member of the Biomedical Operations Department, you will carry the mindset of "Alone we do so little, together we can do so much"
Impact: You will set the level of expectation and standard for how staff interacts with all things inanimate at assigned locations and what patients experience. They will follow your lead! You will be a key member and a relied-upon resource for the interdisciplinary team, physicians, and patients. You will be a key member of the interdisciplinary team, partnering with Physicians, Center Managers, Nurses, Social Workers, Dieticians, and other disciplines to provide holistic, highest-quality care to our patients. Due to your machine maintenance, water treatment system upkeep, physical environment controller, and constant supply management, this will allow for the ability of continuous treatments safely and effectively.
Growth: You will receive expert mentorship from experienced Biomedical Leadership and experienced peers to guide your professional growth and development. You will work in an environment where fulfilling one's aspirations are what guides multiple options for development that is open to multiple departments and fields of expertise within Satellite Healthcare. There is no problem too small or too big. You will work in an environment where events occur beyond your control which will allow you to lead by example, solve problems effectively and grow daily which will lead to you becoming a Servant Leader.
MINIMUM QUALIFICATIONS
Education:
- High School Diploma, E.D or equivalent required
- Current CPR certification
License/Certifications:
- Valid driver's license
#SHLLC
All Full Time employees are eligible for the following benefits:
* Medical / Pharmacy
* Dental
* Vision
* Voluntary benefits
* 401k with employer match
* Virtual Care
* Life Insurance
* Voluntary Benefits
* PTO
All Part Time employees are eligible for the following benefits:
* 401k with employer match
* PTO
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:Commission - $75,000+
Responsibilities:- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications:
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
About Company
Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.
We can be different by doing the right thing!
#WHGEN
Compensation details: 75 Yearly Salary
PIa6d1599f18f6-3631
General Dentist Opportunity in Nashville, Tennessee
Bedford Avenue Dentistry, is seeking a passionate and driven General Dentist to join our dynamic team. Whether you're a seasoned practitioner or just beginning your journey, this is your chance to lead a practice with clinical autonomy while being supported by the resources and expertise of Heartland Dental, the nation’s largest Dental Support Organization.
- Dynamic Team: Collaborate with a high-performing 7-person team that thrives on delivering exceptional patient care while fostering a supportive and communicative work culture.
- Cutting-Edge Technology: Utilize state-of-the-art tools, including an iTero Scanner, WaveOne Gold, and VideaHealth AI, to provide advanced and efficient care for your patients.
Why Choose Heartland Dental?
As the leader of your supported office, you'll enjoy unparalleled support to deliver exceptional lifetime patient care.
Here is what sets us apart:
- Full Clinical Autonomy: Enjoy a work environment that fosters full clinical autonomy. We believe in empowering our supported Doctors to make decisions that best serve their patients and contribute to their professional growth.
- Founded by a Doctor, for Doctors: Heartland Dental, founded by a doctor for doctors, holds a mission to support dentists and their teams. Be part of a network that prioritizes delivering the highest quality dental care and experiences to the communities we serve.
Unparalleled Educational Offerings: Elevate your clinical skills with unparalleled educational offerings. Our commitment to continuous learning ensures that you stay ahead in the ever-evolving field of dentistry.
- Robust Mentorship Program: Tap into a robust mentorship program and connect with a network of over 2800 supported doctors. Benefit from the collective wisdom and experience of a vast professional community.
- Work-Life Balance: Enjoy a schedule that inspires work-life balance, competitive benefits, discretionary paid time off, and the opportunity to earn unlimited compensation.
Community Investment and Legacy Building: Lead your ideal practice, invest in your community, and leave a lasting legacy. We believe in creating a positive impact not only within our offices but also in the communities we serve.
- Collective Strength of Heartland Dental: Being part of the largest network of doctors means you have unparalleled access to resources, technology, and collaboration opportunities. Experience the strength and support that comes with being part of Heartland Dental..
Join Heartland Dental, where your leadership is celebrated, your growth is prioritized, and your legacy is nurtured. Be part of a network that thrives on excellence, innovation, and a shared commitment to exceptional patient care.
What You’ll Gain:
- Discretionary Personal Time Off (PTO): Maintain a healthy work-life balance with the freedom to take the time you need, ensuring you stay refreshed and energized.
- Competitive Compensation: A guaranteed base salary with uncapped earning potential ensures financial stability and the opportunity to excel in your career.
- Elite Clinical Skills Development: Immerse yourself in world-class education programs designed to hone your clinical skills and elevate your career.
- Mentorship Excellence: Access an expansive network of mentors offering personalized 1:1 mentorship support. Our commitment to your growth extends beyond the clinical realm, providing valuable networking opportunities to foster professional and personal relationships.
- Advanced Professional Accreditation: Enroll in the Doctor Mastery Program to earn your Fellowship in the Academy of General Dentistry (FAGD), expanding your service offerings and enhancing your professional standing.
- Comprehensive Benefits Package: Enjoy competitive benefits including health insurance and retirement savings plans, ensuring your well-being and financial security.
- Wealth Building Opportunities: Participate in Heartland Dental stock offerings, allowing you to build wealth as you contribute to the success of our dynamic organization.
- Cutting-Edge Technology: Operate with the latest technology, supplies, and labs, ensuring you’re always equipped to provide the highest quality care.
You'll Need to Have:
- DDS/DMD Degree: Possess a Doctor of Dental Surgery (DDS) or Doctor of Dental Medicine (DMD) degree, along with an active and unrestricted license in the state of Tennessee.
- Comprehensive Dentistry Skills: Demonstrate clinical knowledge for practicing comprehensive dentistry, showcasing your ability to diagnose and treat a wide range of oral health issues with precision and care.
- Commitment to Continuous Learning: Exhibit a strong desire to continue learning and expanding clinical skills to meet the evolving needs of patients. We foster an environment that encourages professional growth and development.
- Credentialing with Dental Insurance Plans: Ability and willingness to become credentialed with various dental insurance plans, ensuring seamless and comprehensive coverage for our patients.
Physical Requirements:
- Essential Duties Performance: Demonstrate the ability to perform essential duties satisfactorily, with or without reasonable accommodation. We are committed to providing accommodations that enable individuals with disabilities to excel in their roles.
- Versatility in Sitting and Standing: Expect prolonged periods of sitting and standing, adapting to the dynamic nature of dental practice.
- Physical Stamina: Capable of lifting and carrying up to 45 pounds when necessary, ensuring your physical stamina aligns with the demands of the role.
- Virtual and In-Person Training: Availability to attend periodic virtual training sessions (or in-person when required) throughout the year. We prioritize ongoing education to enhance your skills and keep you at the forefront of industry advancements.
- Tuberculosis (TB) Testing: As part of our commitment to maintaining a safe and healthy environment for both team members and patients, a tuberculosis (TB) test is required for all new hires in dental office positions. This is a standard requirement for dental office roles and must be completed prior to starting employment. The test will be arranged during the pre-employment process, and any necessary guidance or paperwork will be provided. Not applicable in the state of FL & TN.
At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards.
By applying, you consent to your information being transmitted to the Employer by SonicJobs.
See Heartland Dental Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
General Dentist Opportunity in Van Buren AND Fort Smith, Arkansas
$20,000 sign n bonus!
Pointer Family Dental and My Dentist- Fort Smith is looking for a General Dentist to split FULL TIME time between BOTH amazing offices.
At Pointer Family Dental & My Dentist- Fort Smith, we take pride in offering a unique dental experience that is tailor-made for the community we serve. As a distinguished member of the Heartland Dental supported offices, we stand committed to providing exceptional care with the full support of our dedicated practice manager, a highly trained on-site team, and a nationwide network of experts.
- Join a dynamic tenured 10 person team that thrives on collaboration, effective communication, and community engagement. Our commitment to teamwork ensures a positive and supportive workplace environment.
- Mentorship Onsite provided including implant placements!
- Up to date equipment provided such as; CBCT, implant systems, Itero's, AI, Digital Pano
- As part of the Heartland Dental family, you will be seamlessly connected to all the resources and support that come with being part of the largest network of doctors. This collective strength ensures that Pointer Family Dental is well-equipped to provide exceptional dental care and experiences to our community.
Why Choose Heartland Dental?
As the leader of your supported office, you'll enjoy unparalleled support to deliver exceptional lifetime patient care. Here's what sets us apart:
- Heartland Dental's Collective Strength: By being part of the Heartland Dental family, you gain access to a collective strength that goes beyond individual practices. Experience the power of connectivity with our vast network of experts across the nation. This network serves as an invaluable resource, providing insights, knowledge, and collaboration opportunities that contribute to the success of your supported office.
- Full Clinical Autonomy: Enjoy a work environment that fosters full clinical autonomy. We believe in empowering our leaders to make decisions that best serve their patients and contribute to their professional growth.
- Founded by a Doctor, for Doctors: Heartland Dental, founded by a doctor for doctors, holds a mission to support dentists and their teams. Be part of a network that prioritizes delivering the highest quality dental care and experiences to the communities we serve.
- Unparalleled Educational Offerings: Elevate your clinical skills with unparalleled educational offerings. Our commitment to continuous learning ensures that you stay ahead in the ever-evolving field of dentistry.
- Robust Mentorship Program: Tap into a robust mentorship program and connect with a network of over 2800 supported doctors. Benefit from the collective wisdom and experience of a vast professional community.
- Work-Life Balance: Enjoy a schedule that inspires work-life balance, competitive benefits, unlimited paid time off, and the opportunity to earn unlimited compensation.
- Community Investment and Legacy Building: Lead your ideal practice, invest in your community, and leave a lasting legacy. We believe in creating a positive impact not only within our offices but also in the communities we serve.
Join Heartland Dental, where your leadership is celebrated, your growth is prioritized, and your legacy is nurtured. Be part of a network that thrives on excellence, innovation, and a shared commitment to exceptional patient care.
What You’ll Gain:
- Discretionary Personal Time Off (PTO): Embrace a healthy work-life balance with the freedom to take the time you need, ensuring you stay refreshed and energized.
- Competitive Compensation: Enjoy a guaranteed base salary coupled with an uncapped earning potential, providing you with financial stability and the opportunity to excel in your career.
- Elite Clinical Skills Development: Immerse yourself in world-class continuing education programs tailored to hone and elevate your clinical skills. We're committed to supporting your journey towards becoming an elite professional.
- Mentorship Excellence: Access an expansive network of mentors offering personalized 1:1 mentorship support. Our commitment to your growth extends beyond the clinical realm, providing valuable networking opportunities to foster professional relationships.
- Advanced Professional Accreditation: Join the Doctor Mastery Program and earn your Fellowship in the Academy of General Dentistry (FAGD). This program opens doors to a broader menu of services for your patients, enhancing your professional repertoire.
- Comprehensive Benefits Package: Enjoy competitive benefits including health insurance and retirement savings plans, ensuring your well-being and financial security.
- Wealth Building Opportunities: Participate in Heartland Dental stock offerings, allowing you to build wealth as you contribute to the success of our dynamic organization.
- Cutting-Edge Technology: Be at the forefront of dentistry with unparalleled business support and access to the highest quality technology, supplies, and labs. You're in the driver's seat, equipped with the tools necessary for success.
Join us on a journey where your skills are celebrated, your growth is a priority, and your impact on patients' lives is immeasurable.
Pointer Family Dental, like each Heartland Dental supported office, is unique to the community and the patients they serve. With support of a practice manager and a highly trained team on site, coupled with a vast network of experts across the nation, you’ll be completely connected to all the resources and support of Heartland Dental.
You'll Need to Have:
- DDS/DMD Degree: Possess a Doctor of Dental Surgery (DDS) or Doctor of Dental Medicine (DMD) degree, along with an active and unrestricted license in the state of Arkansas.
- Comprehensive Dentistry Skills: Demonstrate clinical knowledge for practicing comprehensive dentistry, showcasing your ability to diagnose and treat a wide range of oral health issues with precision and care.
- Commitment to Continuous Learning: Exhibit a strong desire to continue learning and expanding clinical skills to meet the evolving needs of patients. We foster an environment that encourages professional growth and development.
- Credentialing with Dental Insurance Plans: Ability and willingness to become credentialed with various dental insurance plans, ensuring seamless and comprehensive coverage for our patients.
Physical Requirements:
- Essential Duties Performance: Demonstrate the ability to perform essential duties satisfactorily, with or without reasonable accommodation. We are committed to providing accommodations that enable individuals with disabilities to excel in their roles.
- Versatility in Sitting and Standing: Expect prolonged periods of sitting and standing, adapting to the dynamic nature of dental practice.
- Physical Stamina: Capable of lifting and carrying up to 45 pounds when necessary, ensuring your physical stamina aligns with the demands of the role.
- Virtual and In-Person Training: Availability to attend periodic virtual training sessions (or in-person when required) throughout the year. We prioritize ongoing education to enhance your skills and keep you at the forefront of industry advancements.
- Tuberculosis (TB) Testing: As part of our commitment to maintaining a safe and healthy environment for both team members and patients, a tuberculosis (TB) test is required for all new hires in dental office positions. This is a standard requirement for dental office roles and must be completed prior to starting employment. The test will be arranged during the pre-employment process, and any necessary guidance or paperwork will be provided. Not applicable in the state of FL & TN.
At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
By applying, you consent to your information being transmitted to the Employer by SonicJobs.
See Heartland Dental Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at